Copilot’s call capture and transcription are reliable so I don't have to worry about keeping handwritten notes anymore, and the Smart Summaries help our management and clients to get the value out of the meeting. Review collected by and hosted on G2.com.

The only frictions is that it takes a bit of upfront configuration to align the Clari fields to our sales methodology. Review collected by and hosted on G2.com.

The best thing about Clari is that it makes revenue predictable by giving teams real-time visibility, AI-driven insights, and accurate forecasting—all in one platform. Review collected by and hosted on G2.com.

It should add more features, like mass updates, and make the analytics more independent. Review collected by and hosted on G2.com.

I find Clari incredibly useful for its forecasting tool, which provides a real-time snapshot of opportunities within a quarter, enabling me to assess the likelihood of deals closing. The interface is nice and contributes to ease of use, making my interactions with the software pleasant. Overall, it's a helpful tool that greatly facilitates forecasting and managing the opportunity pipeline. The ease of the initial setup was also a positive aspect, allowing me to quickly start leveraging its benefits. Review collected by and hosted on G2.com.

I find it challenging to locate information about past quarters that have been closed. This limitation hinders my ability to easily access historical data, which is crucial for evaluating past performance and making informed decisions. To improve this, it would be beneficial if Clari offered built-in dashboards that enable viewing closed deals from past time frames such as the past year, month, or week. This feature would significantly enhance the usability of the tool by providing a more comprehensive view of past achievements. Review collected by and hosted on G2.com.

I greatly appreciate Clari's ability to bring structure and manage data that Salesforce lacks, which simplifies our forecasting and opportunity reviews. I particularly enjoy the forecast tab and find it incredibly valuable that I can directly open opportunities in Salesforce. The integration between Clari and Salesforce is seamless, allowing for efficient access to detailed opportunity information. Additionally, the opportunity tab in Clari enhances my workflow by providing clear insights. I highly value the connectivity and interaction between these features, which contribute to a more organized and structured approach to our sales processes. Review collected by and hosted on G2.com.

I find the forecast tab in Clari somewhat cumbersome due to the multitude of fields that require manual calculations. This lack of automation hinders efficiency and adds extra steps to my workflow. Review collected by and hosted on G2.com.

What I like most about Clari is how it makes managing and understanding our pipeline so much easier. The visualization tools are intuitive, and features like the funnel and flow modules really stand out for helping us track where deals are stalling or slipping, which is something our leadership team cares deeply about. Being able to quickly break down information by opportunity type and pipeline stage has been incredibly helpful. The ability to customize dashboards to cater to different audiences, whether it's exec-level overviews or tactical manager insights, has been a big win for our team.

Another standout has been the level of support from Clari’s team. Every time we've had ad hoc requests or needed help setting something up, they've been great at stepping in quickly to guide us. They're especially proactive about showing us features we might not be using yet. That partnership has made a meaningful difference in getting the most out of the tool. Review collected by and hosted on G2.com.

One thing I'd like to see improved in Clari is increased flexibility in some of the visualizations and configurations. For example, consistency in color-coding across dashboards and the ability to add text spacers would make dashboards clearer and easier to navigate, especially when presenting to leadership. It’s also not always immediately clear which fields can be grouped or filtered on without digging deeper, which adds some friction.

Additionally, the widget limit for dashboards can be a challenge when trying to display everything our team requires in one view. While we've found workarounds, having more flexibility here would be a nice improvement. Review collected by and hosted on G2.com.

I appreciate how Clari makes forecasting and updating a quick task rather than something that consumes a lot of time in my day. The integration with Salesforce is seamless, and it enhances the overall efficiency of managing my tasks. The ease of updating within Clari is particularly valuable as it simplifies the process of providing quick updates to my manager and ensures I stay organized. This level of integration and ease means I spend less time on these necessary tasks and more time on other priorities which in turn, boosts my productivity. Review collected by and hosted on G2.com.

I find navigating Clari to be somewhat cumbersome, particularly when trying to determine which page to go to for specific tasks. Additionally, the interface doesn't feel fully optimized for browser use; scrolling can be inconsistent as one part of the window moves while another doesn't, requiring me to adjust by moving or zooming manually, which disrupts my workflow. The presence of too many small windows further adds to this navigation complexity, making it feel bulky and less intuitive. Review collected by and hosted on G2.com.

What stands out most is its ability to provide real-time insights into the sales pipeline. The predictive analytics and forecasts have helped our team stay ahead of potential bottlenecks and identify at-risk deals early on. The interface is user-friendly, making it easy for both experienced salespeople and new hires to adapt quickly. Review collected by and hosted on G2.com.

The initial implementation took a bit longer than expected, especially when trying to integrate with some of our existing tools. Also, certain advanced features could be overwhelming for new users without proper training. Review collected by and hosted on G2.com.

Clari is clear and concise. Easy interface and ease with salesforce updates Review collected by and hosted on G2.com.

I dont have many dislikes only complaint is using so many platforms Review collected by and hosted on G2.com.

I find Copilot the most beneficial, with it being great at summarising calls and creating next steps, meaning I can focus on the call more, and not worry about notetaking Review collected by and hosted on G2.com.

I find some of the UI a little clunky at times. Specifically in the Admin section, updating/editing users can be a little clunky, and can at times require clari support for changes (such as email updates). Granting greater access to admins would be a big benefit Review collected by and hosted on G2.com.

I find Clari really easy to use, which significantly enhances my workflow efficiency. I appreciate the ability to set up multiple views, allowing me to monitor different team members and their opportunities seamlessly. This feature helps me manage and oversee my team effectively during our weekly forecast calls. The functionality to zero in on specific states enables me to gauge our progress accurately, ensuring that I can maintain alignment with upper management's expectations. Overall, Clari's user-friendly interface and flexible view options transform how I track and update opportunities. Review collected by and hosted on G2.com.

I dislike that Clari doesn't offer a 'best case most likely' forecasting option, which our finance team uses frequently. This lack of functionality limits our ability to forecast effectively using this preferred method. Review collected by and hosted on G2.com.